Csenge Advisory Group’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
6,305
+144
| +2% | +$16.7K | 0.04% | 334 |
|
|
2025
Q1 | $650K | Buy |
6,161
+377
| +7% | +$39.7K | 0.04% | 338 |
|
|
2024
Q4 | $640K | Buy |
5,784
+2,512
| +77% | +$278K | 0.03% | 367 |
|
|
2024
Q3 | $350K | Buy |
3,272
+10
| +0.3% | +$1.07K | 0.02% | 522 |
|
|
2024
Q2 | $309K | Buy |
3,262
+8
| +0.2% | +$757 | 0.02% | 520 |
|
|
2024
Q1 | $311K | Sell |
3,254
-72
| -2% | -$6.89K | 0.02% | 535 |
|
|
2023
Q4 | $284K | Buy |
3,326
+127
| +4% | +$10.8K | 0.02% | 535 |
|
|
2023
Q3 | $239K | Sell |
3,199
-336
| -10% | -$25.1K | 0.02% | 542 |
|
|
2023
Q2 | $264K | Buy |
3,535
+211
| +6% | +$15.7K | 0.02% | 529 |
|
|
2023
Q1 | $236K | Sell |
3,324
-50
| -1% | -$3.56K | 0.02% | 511 |
|
|
2022
Q4 | $255K | Sell |
3,374
-153
| -4% | -$11.5K | 0.02% | 508 |
|
|
2022
Q3 | $238K | Sell |
3,527
-185
| -5% | -$12.5K | 0.02% | 521 |
|
|
2022
Q2 | $260K | Sell |
3,712
-10,875
| -75% | -$762K | 0.02% | 483 |
|
|
2022
Q1 | $1.23M | Sell |
14,587
-8,042
| -36% | -$680K | 0.1% | 183 |
|
|
2021
Q4 | $1.85M | Sell |
22,629
-294
| -1% | -$24K | 0.16% | 111 |
|
|
2021
Q3 | $1.92M | Buy |
22,923
+294
| +1% | +$24.6K | 0.16% | 110 |
|
|
2021
Q2 | $1.85M | Buy |
22,629
+19,551
| +635% | +$1.6M | 0.16% | 111 |
|
|
2021
Q1 | $238K | Sell |
3,078
-420
| -12% | -$32.5K | 0.02% | 442 |
|
|
2020
Q4 | $234K | Sell |
3,498
-206
| -6% | -$13.8K | 0.03% | 383 |
|
|
2020
Q3 | $215K | Sell |
3,704
-5,570
| -60% | -$323K | 0.03% | 370 |
|
|
2020
Q2 | $511K | Buy |
+9,274
| New | +$511K | 0.07% | 187 |
|
|
2018
Q4 | – | Sell |
-220
| Closed | -$12K | – | 829 |
|
|
2018
Q3 | $12K | Buy |
+220
| New | +$12K | ﹤0.01% | 475 |
|